BWP

Baldwin Wealth Partners Portfolio holdings

AUM $1.54B
1-Year Est. Return 17.21%
This Quarter Est. Return
1 Year Est. Return
+17.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$842M
AUM Growth
+$46.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
645
New
Increased
Reduced
Closed

Top Buys

1
+$8.77M
2
+$5.77M
3
+$4.93M
4
ADBE icon
Adobe
ADBE
+$2.86M
5
WM icon
Waste Management
WM
+$2.7M

Top Sells

1
+$8.5M
2
+$3.12M
3
+$1.69M
4
IDXX icon
Idexx Laboratories
IDXX
+$1.49M
5
HMN icon
Horace Mann Educators
HMN
+$1.32M

Sector Composition

1 Technology 17.88%
2 Financials 15.2%
3 Healthcare 13.03%
4 Communication Services 9.4%
5 Consumer Staples 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$8K ﹤0.01%
+279
527
$8K ﹤0.01%
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528
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529
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530
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531
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1,000
532
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50
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101
541
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+250
542
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200
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400
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548
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549
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550
$6K ﹤0.01%
+33
20 21
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